Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.33 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,259
shares
|
$1.33 Million
1.09% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$1.33 Million
4.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
3,248
shares
|
$1.33 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,244
shares
|
$1.32 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.32 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
3,238
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
3,237
shares
|
$1.32 Million
1.37% of portfolio
|
Q3 2024
Reduced 60.82%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
3,231
shares
|
$1.32 Million
0.39% of portfolio
|
Q4 2024
Reduced 32.22%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,229
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
3,227
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
3,227
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,223
shares
|
$1.32 Million
0.71% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,222
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,218
shares
|
$1.31 Million
0.72% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,218
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
3,215
shares
|
$1.31 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.31 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
3,212
shares
|
$1.31 Million
0.71% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
3,210
shares
|
$1.31 Million
0.71% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,203
shares
|
$1.31 Million
0.79% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,199
shares
|
$1.31 Million
0.83% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,194
shares
|
$1.3 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.3 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,184
shares
|
$1.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.46%
|